Morgan Stanley is seeking a Client Service Associate to enhance client relationships and support financial advisors in delivering exceptional service. The ideal candidate should possess strong interpersonal skills, a detail-oriented nature, and a commitment to professional development
Job Summary
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Client Service Associate to enhance client relationships and support financial advisors in delivering exceptional service. The ideal candidate should possess strong interpersonal skills, a detail-oriented nature, and a commitment to professional development.
Skills & Requirements
Must-have
Client relationship management
Processing client requests
Resolving client inquiries
Onboarding and maintaining client accounts
Partnering with Financial Advisors
Nice-to-have
Elevated standard of care
Utilizing firm capabilities
Team player
Goal oriented and results driven
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Strong computer skills and knowledge of Microsoft Office products